Stephanie Sammons, CFP®You can schedule an introductory call with me below. To make sure that we are potentially a good fit for each other, my services are most appropriate for women professionals who are within 5 to 15 years from retirement and have accumulated investment and retirement assets of $500k to $5M.

Once your introductory call is scheduled, you will be redirected to a short confidential questionnaire that will help me learn more about you and your goals prior to our discussion. Thank you!


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